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Wanda Marie Peterson

Ameritas Investment Company, LLC

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About Wanda Marie Peterson

Wanda Peterson is a financial professional with over 25 years of experience in the industry. She is currently registered with Ameritas Investment Company, LLC. She is also registered in Nebraska and South Dakota. Wanda has a Series 6, Series 26, and Series 63 license. Wanda has previously been associated with ALLSTATE FINANCIAL SERVICES, LLC and LINCOLN BENEFIT FINANCIAL SERVICES, INC.

Firm Information

Wanda Peterson is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Wanda Peterson’s Registration & Firm History

NE

01/13/2005 - Present

Ameritas Investment Company, LLC (LINCOLN NE)

NE

10/29/1998 - 12/31/2002

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

IL

07/19/1995 - 10/29/1998

LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)

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Licenses & Designations

BC

Issued 02/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wanda Marie Peterson.
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